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Zurich updates wrapper comparison tool

Zurich has updated its wrapper comparison adviser tool following tax changes announced in this year’s Budget.

The tool enables advisers to select the appropriate asset mix, investment returns and level of charges possible from UK investment bonds, offshore bonds and unit trusts/Oeics.

Advisers can vary income and withdrawal levels and different pricing structures, optimise annual capital gains tax exemptions and show the affect of changes to the client’s marginal tax rate over time.

Investment management director Paul Wright says: “The tool was brought out to answer a specific urgent need in the market place as advisers were rightly confused.

“The aim of the tool was to make it objective, dispassionate, rational and open to challenge and that’s what I think we’ve built.”


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The big question is, what is the purpose of retirement savings legislation and policy?Is it to create tax breaks for the financially savvy and well advised or is it to provide savings for the people who in the main still do not understand that their National Insurance contributions are not a big savings pot but […]


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